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Matthew Davis  

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  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    Yes,

    The Microsoft Band has sold out before, and its appears to be a huge hit. I don't credit Cortana at all. Mainly because barely anyone has a Windows Phone.

    I would credit the cross platform compatibility...its compatible with iOS, Android and WP.

    That in and of itself is a major selling point.

    If MS releases Cortana versions on all three OS, it will be a giant leap for MS, and they could potentially have Windows running your Android. I would go there if I were them.
    Apr 26, 2015. 06:44 AM | Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    imvo

    You are now trying to change what you said.

    An app made to do so can read glucose levels fed to it by a proper glucose meter. Please. You're argument is debunked and don't try to deviate from the point.
    Apr 26, 2015. 06:40 AM | Likes Like |Link to Comment
  • TheStreet: An Interesting Play Below $2 [View article]
    It is fair, when insider activity is used as a metric in corporate leadership's confidence in the company. Constantly selling shares shows a no confidence vote in your own company. Insider selling and buying is an important way to see what the mentality of the leaderships own opinion could be of the status of the company.

    I have yet to see any other company where a board member shells out stock like Cramer does. Can you cite me some other examples to compare?
    Apr 25, 2015. 08:41 AM | Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    "Safety while driving using the GPS and taking calls without taking eyes or hands off the wheel."

    Curious about this being a reason or an excuse, and is there a dash mount for it? Other wise how do you not turn your hand to look...not only that any cell phone gives voice directions.
    Apr 25, 2015. 08:32 AM | 2 Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    Vulpine,

    I have read exhaustively articles about both devices.

    Here let me give you some links:

    Microsoft Band Cnet review:
    http://cnet.co/1b0CzzJ

    A look at all the sensors it has packed into it:
    http://bit.ly/1O5Dz2s

    "You don't know of what the Apple Watch will ultimately be capable while the Microsoft Band is apparently limited by its design from the outset."

    How can you say that? They announced and marketed the Watch and you clearly see its Apple's 3 sensors against the Band's 10+. Now both serve different purposes, but Apple wants you to believe that they can gleen more information from a heart rate monitor than possible. Microsoft didn't even approach health care companies with their device so they missed out on that aspect to make a home kit type product.

    "A blend of Samsung's Galaxy Curve with a Space Ghost style wristband could combine form and function in a much more comfortable and usable way."

    I agree with you. These two, the band and watch are first generation devices, and I am wondering if Samsung is preventing the curved glass technology.

    Don't dismiss the band because it's clearly technologically superior to the Apple Watch, however the Apple Watch has a superior user experience.

    P.S.

    The band is a smart-watch because it tells the time, which by definition is the function of a watch.
    Apr 25, 2015. 08:26 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    Pan

    You missed my point. I am talking about major repairs, not oil changes.

    I don't have to own an EV to know a replacement battery pack costs over $10,000 out of warranty.
    Apr 24, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • TheStreet: An Interesting Play Below $2 [View article]
    This was a must read pro article.
    Apr 24, 2015. 11:28 AM | Likes Like |Link to Comment
  • TheStreet: An Interesting Play Below $2 [View article]
    I checked last year, it was monthly at 30k shares. I checked today and I looks like he has taken a 2 month breather but still registers two sales and exercise of options sales in 2015.
    Apr 24, 2015. 09:29 AM | Likes Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    Tempted to just take the capital gain on DTV when it hits 95 than wait around for a 5% overall gain from the deal.
    Apr 24, 2015. 08:23 AM | Likes Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    Looks like we will get the lesser of the deal now. If the market keeps up it irrational exuberance.
    Apr 24, 2015. 08:17 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    No costs with a 3 year vehicle? Great, I would expect so, but wait another 2-5 years and let us know.
    Apr 24, 2015. 08:10 AM | 3 Likes Like |Link to Comment
  • TheStreet: An Interesting Play Below $2 [View article]
    Cramer uses this company as his personal piggy bank. He sells 30k shares every month. Until he stops doing that, and shows its a legitimate company or resigns, then I will take this stock seriously. Look at the insider activity history. Its a joke.
    Apr 24, 2015. 07:55 AM | 4 Likes Like |Link to Comment
  • Microsoft +3.6%; server/cloud growth, buybacks offset Windows decline [View news story]
    The first bullet is misleading.

    It should read like this:

    "In spite of 2% Y/Y drops in Windows volume license, of that 2% OEM Pro revenue fell 19% and non-Pro revenue 26%."

    A 2% decline in Windows OEM volume despite declining PC sales, which is cyclical in the business world like airplane industry there are upgrade cycles. W10 will probably trigger the next upgrade cycle in Business pCs.

    Devices are still very weak. Surface has not even hit 1B in revenue yet and 10M Lumias per quarter stinks.
    Apr 24, 2015. 07:46 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    No one wants to absorb the cost of a hybrid breaking down or battery replacement.
    Apr 23, 2015. 08:07 AM | 16 Likes Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans [View article]
    So you are saying 10% off is a fire sale?

    LOL

    Ok bubba.
    Apr 23, 2015. 07:31 AM | Likes Like |Link to Comment
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